Filed May 20, 2025
Total covered: 2 employees
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $24,983 | $84,518-70.4% | $67,704-63.1% | $125,389-80.1% |
| Participation rate | 100.0% | 74.8%+25.2pp | 67.5%+32.5pp | 83.2%+16.8pp |
| Annual return | -5.33% | 2.57%-7.9pp | 25.41%-30.7pp | 282.24%-287.6pp |
| Employer contribution / active EE | $0 | $3,292-100.0% | $2,559-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $16,281 | $4,430+267.5% | $3,585+354.1% | $5,352+204.2% |
| Admin fee / account holder | $4,378 | $5,340-18.0% | $4,255+2.9% | $9,541-54.1% |